Data Analyst

What you can expect as the Data Analyst:

Provide technical and analytical support for internal and external customers. Assist with creating, maintaining, and using spreadsheets and/or database tools to effectively calculate, analyze and report results for a variety of actuarial-related processes. Assist with research and analysis of information in order to address calculation issues as needed. Support other special projects as assigned.

• Develop basic understanding of the actuarial related concepts and requirements and relevant business processes needed. Ensure product features, reporting requirements, calculations and controls are properly incorporated into the tools that are built to support analytical and reporting processes as assigned.
• Maintain or assist in development of spreadsheet and/or database tools used to manage, analyze and report data. Ensure work is accurate and efficient using existing procedures. Document tools and processes.
• Gather and prepare data and review for reasonableness. Generate reports, conduct reasonableness checks, and provide summary output/reports to manager for review. Research issues with direction.
• With oversight, create, maintain, and enhance calculation spreadsheets used to validate or supplement actuarial-related or system-generated values. Utilizing spreadsheets, accountable for detailed and complex manual calculations to provide actuarial, product and/or policy support to other departments.
• Participate as a representative of the Department in relevant meetings.
• With oversight, automate departmental processes to improve efficiency and accuracy as assigned.
• Assist with special projects and/or initiatives as required.
• Work with the manager to effectively plan and prioritize your own work in accordance with broader team or department objectives and priorities. Complete projects on time and with high standards and accuracy.
• Develop and maintain effective business relationships with both internal and external stakeholders.
• Commitment to embrace Sammons Financial Group Companies shared values (Respect, Accountability, Integrity, and Openness)
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.

What we are looking for:

• Bachelor's Degree in Mathematics, Computer Science, Business or equivalent preferred
• Practical work experience in data analytics; background in life insurance or annuities preferred
• This role operates within the actuarial department, however it does not require an actuarial background nor does it provide support for pursuing actuarial exams.
• Possess mathematical ability, strong analytical skills and attention to detail
• Familiarity in Visual Basic and macros, Excel, Access, and Word desirable
• Demonstrate strong verbal and written communication skills
• Motivation to learn Sammons Financial Group Companies products and Actuarial related concepts
• Ability to research and respond to requests for information
• Ability to work both individually and as part of a team.
• Demonstrate natural sense of curiosity, strong problem solving skills and ability to multi-task
• Demonstrate flexibility and adaptability to changing priorities
• Self-motivated, and ability to work independently and effectively under deadline pressures
• Criminal background check required.
• If position is in the SIG business unit or if we are holding securities licenses, FINRA regulations require fingerprinting for this position. Management reserves the right to determine and approve incumbent suitability for this position.

Sammons Financial Group Companies offers some of today’s most sought after life insurance, annuity, retirement planning products and portfolio-management solutions. Unlike most financial organizations, our companies are not publicly traded, which means we’re focused on long-term value rather than short-term earnings pressures. As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities. Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity.

What you can expect when you join Sammons Financial Group:

• A casual dress code (yep – that means jeans!)
• A company you want to be a part of, driven by inspiring leaders and a fun, friendly work environment.
• Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.
• Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
• Our competitive benefit package includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
• A generous retirement program. Our Employee Stock Ownership Plan (ESOP) is a 100% company funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
• A company that celebrates diversity, is committed to inclusion, and is proud to be an Equal Opportunity Employer. We comply with all federal and state equal employment opportunity laws and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other characteristic protected by federal, state or local law.